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PHenn
Level 3
May 2, 2024
Répondu

Completed Project report

Hello, we created a completed project report to show projects completed in a specific year.  Filter looks like this

Portfolio ID

Completion date Between 1/1/24 - 12/31/24

Project Status equals complete. 

 

The problem is that if a job from a previous year is opened and then closed again, that project will appear in the report.  That happens with just a few times but it is enough to question the accuracy of the report.  How do we work around that?  

Ce sujet a été fermé aux réponses.
Meilleure réponse par Richard_Le_

Hi,

 

Yep, the actual completion date of a project will change each time the project is set to complete. The way to work around this is to create a calculated field on a project custom form, that will capture a timestamp of when the project was first set to complete. This date will remain "locked" so that if the project is re-opened and closed again in the future, the original completion date will persist.

 

In the below code example I have created a calculated field called "Close Date" that will create a timestamp as soon as the project has been set to a status of Complete (CPL). 

 

IF(ISBLANK({DE:Close Date}),IF({status}="CPL",$$NOW,""),{DE:Close Date})

 

Hope this helps!

 

Best Regards,

Rich.

6 commentaires

PHennAuteur
Level 3
May 2, 2024

thank you -- any guidance is much appreciate. 

Richard_Le_
Community Advisor
Richard_Le_Community AdvisorRéponse
Community Advisor
May 2, 2024

Hi,

 

Yep, the actual completion date of a project will change each time the project is set to complete. The way to work around this is to create a calculated field on a project custom form, that will capture a timestamp of when the project was first set to complete. This date will remain "locked" so that if the project is re-opened and closed again in the future, the original completion date will persist.

 

In the below code example I have created a calculated field called "Close Date" that will create a timestamp as soon as the project has been set to a status of Complete (CPL). 

 

IF(ISBLANK({DE:Close Date}),IF({status}="CPL",$$NOW,""),{DE:Close Date})

 

Hope this helps!

 

Best Regards,

Rich.

PHennAuteur
Level 3
May 2, 2024

thank you for your speedy response and that makes sense.  I've just started using calculated fields so I'll see if I can get this to work in my instance.  

PHennAuteur
Level 3
May 2, 2024

Hello again, I must be missing a step because the calculation field isn't appearing in our system.  

  • I'm creating a new project custom form.
  • Within the custom form I am creating a calculation field.
    • Here is where I think I have an issue.  The form contains the new field, GRS - Close Date
    • I use the calculation you provided but substitute the new field name 

However, I receive a message GRS - Close Date field isn't recognizable in the system.  That makes sense to me because I am creating that field right now, but I don't know how to solve the problem.  What step am I missing?  Thank you. 

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